MOTCO’s Sumitomo Mitsui Financial SMFG Stock Holding History

MOTCO’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.19K	Buy	+220	New	+$4.89K	﹤0.01%	469
2025 Q4	–	Sell	-187	Closed	-$3.13K	–	653
2025 Q3	$3.13K	Hold	187	–	–	﹤0.01%	549
2025 Q2	$2.83K	Hold	187	–	–	﹤0.01%	511
2025 Q1	$2.89K	Hold	187	–	–	﹤0.01%	483
2024 Q4	$2.71K	Hold	187	–	–	﹤0.01%	446
2024 Q3	$2.36K	Hold	187	–	–	﹤0.01%	547
2024 Q2	$2.51K	Hold	187	–	–	﹤0.01%	650
2024 Q1	$2.2K	Hold	187	–	–	﹤0.01%	610
2023 Q4	$1.81K	Hold	187	–	–	﹤0.01%	604
2023 Q3	$1.84K	Sell	187 -102	-35%	-$943	﹤0.01%	642
2023 Q2	$2.48K	Buy	+289	New	+$2.39K	﹤0.01%	629
2023 Q1	–	Sell	-203	Closed	-$1.63K	–	616
2022 Q4	$1.63K	Hold	203	–	–	﹤0.01%	549
2022 Q3	$1K	Buy	+203	New	+$1.22K	﹤0.01%	623
2021 Q3	–	Sell	-470	Closed	-$3K	–	644
2021 Q2	$3K	Hold	470	–	–	﹤0.01%	589
2021 Q1	$3K	Hold	470	–	–	﹤0.01%	542
2020 Q4	$3K	Buy	+470	New	+$2.76K	﹤0.01%	648
2019 Q3	–	Sell	-1,395	Closed	-$10K	–	716
2019 Q2	$10K	Buy	+1,395	New	+$9.88K	﹤0.01%	608
2016 Q4	–	Sell	-103	Closed	-$1K	–	635
2016 Q3	$1K	Buy	+103	New	+$668	﹤0.01%	639
2014 Q4	–	Sell	-900	Closed	-$7K	–	641
2014 Q3	$7K	Hold	900	–	–	﹤0.01%	518
2014 Q2	$8K	Hold	900	–	–	﹤0.01%	490
2014 Q1	$8K	Hold	900	–	–	﹤0.01%	471
2013 Q4	$9K	Hold	900	–	–	﹤0.01%	483
2013 Q3	$9K	Hold	900	–	–	﹤0.01%	465
2013 Q2	$8K	Buy	+900	New	+$8.04K	﹤0.01%	491

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MOTCO's SMFG Position: Q2 2026 in Review

MOTCO opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2026: 220 shares worth $5.19K. The stake represents ﹤0.01% of the portfolio and ranks #469 among its holdings. This is a return to the name: MOTCO previously reported a position in SMFG as recently as Q3 2025.

MOTCO first reported a position in SMFG in Q2 2013 and has held it in 24 quarters since. The position peaked at $10K in Q2 2019. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

MOTCO held 220 shares of Sumitomo Mitsui Financial worth $5.19K as of Q2 2026.
Sumitomo Mitsui Financial was a new MOTCO position in Q2 2026.
Sumitomo Mitsui Financial made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #469 holding.
MOTCO first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 24 quarters since.
MOTCO's Sumitomo Mitsui Financial position peaked at $10K in Q2 2019.
458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.